PIMCO Mortgage Opportunities Fund

U.S. News evaluated 75 Nontraditional Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 3.57 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 3.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks maximum long-term return, consistent with prudent investment management. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in a portfolio of mortgage-related assets, including, but not limited to Agency residential and commercial mortgage-backed securities ("MBS") and private label residential and commercial MBS, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. The average portfolio duration of the fund normally varies from (negative) 1 year to positive 8 years. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
PIMCO Mortgage Opportunities Fund has an expense ratio of 1.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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